Financial services expert with more than 30 years of experience will lead regional advisor relationships across six New England states and upstate New York.
PASADENA, Calif. — ExchangeRight, a provider of diversified real estate investment trusts (REITs) and Delaware statutory trust (DST) investments, has appointed Peter Nicolas as senior vice president of its New England region, expanding the company’s distribution team and its support for financial advisors and their clients.
In his new role, Nicolas will work with financial representatives, wealth advisors and their clients across Massachusetts, Connecticut, Rhode Island, Maine, New Hampshire, Vermont and upstate New York. His responsibilities will focus on helping advisors access ExchangeRight’s real estate investment offerings to address client needs, including tax deferral and passive income.
Nicolas brings more than 30 years of experience in the financial services industry, with expertise in portfolio management and alternative investments. He has held the Chartered Financial Analyst (CFA) designation since 2001 and earned a Master of Science in Finance from the Boston College Carroll School of Management.
“We are thrilled to welcome Peter to the team,” said Joshua Ungerecht, managing partner at ExchangeRight. “His deep industry experience and dedication to putting investors first make him a valuable addition as we continue expanding our support for advisors and their clients in the New England region.”
Nicolas said he looks forward to working with wealth advisors throughout the region to help address their clients’ investment objectives.
“I am excited to collaborate with wealth advisors across New England to meet their clients’ needs for tax deferral and passive income,” Nicolas said. “I look forward to helping them provide their clients with access to a recession-resilient investment strategy with a consistent track record of protecting investor capital.”
ExchangeRight focuses on real estate investment products, including REITs and DST offerings, serving investors through financial advisors and other distribution partners. The company’s regional distribution team works with advisors to connect investment opportunities with client portfolio objectives.
Nicolas’ appointment comes as the company continues to expand its regional advisor relationships and distribution capabilities. His background in portfolio management and alternative investments is expected to support the firm’s engagement with financial professionals across New England and upstate New York.
With experience spanning more than three decades in financial services, Nicolas brings a combination of investment expertise and regional educational credentials to his new position as ExchangeRight strengthens its presence among wealth management professionals in the Northeast.
